A Complete Guide to Trust Administration in California
Administering a in California requires the trustee to follow several key steps and uphold many responsibilities. Here’s a quick summary of the initial steps to get you started:
How to Avoid Probate: Proven Strategies to Protect Your Estate
The best ways to avoid probate include creating a living trust, establishing joint ownership of property, naming beneficiaries on accounts and policies, and using payable-on-death (POD) or transfer-on-death (TOD) designations. These methods allow assets to transfer directly to your chosen beneficiaries without the need for court supervision, saving your estate time and money while maintaining privacy.
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Top 11 Common Estate Planning Mistakes and Pitfalls to avoid.
Here’s a closer look at several common estate planning blunders, most of which are easily avoided.
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Why is it necessary to hire a California Attorney to serve proper Notice on Tenants?
Why is it necessary to hire a California Attorney to serve proper Notice on Tenants? Sometimes no matter how hard
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An Unfortunate Friendship: Prevailing against Frivoulous Real Estate Claims
Our client owns two pieces of real property in San Francisco, one single family home and one 10 unit apartment
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Medicaid and Medi-Cal Asset Protection Trusts: Safeguarding Your Assets for Long-Term Care
Medicaid and Medi-Cal Asset Protection Trusts: Safeguarding Your Assets for Long-Term Care As Americans live longer, long-term healthcare needs are
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Forcing a Sale: How a family conflict forced a Son to take action
Our clients Fathers estate contained multiple peices of Real Estate. During his life he had been a co-owner of several
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The Family Balancing Act: Working with a Large Family to close an Estate
In the realm of estate planning, the complexities of family dynamics can often lead to unforeseen challenges, particularly when
Probate
California Small Estate Petitions
As a San Francisco estate planning law firm, we often receive questions about California Small Estate probate procedures . Do
Taxation
Maximizing Your Estate Tax Exemption: Act Now Before the 2025 Sunset
Maximizing Your Estate Tax Exemption: Act Now Before the 2025 Sunset The current estate and gift tax exemption is